Spectrum Wealth Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Spectrum Wealth Counsel’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.99M	Buy	142,657 +18	+0%	+$502	0.48%	51
2024 Q4	$3.9M	Buy	142,639 +1,585	+1%	+$45.1K	0.46%	55
2024 Q3	$3.97M	Buy	141,054 +9	+0%	+$245	0.47%	54
2024 Q2	$3.66M	Hold	141,045	–	–	0.46%	51
2024 Q1	$3.79M	Buy	141,045 +3	+0%	+$78	0.46%	52
2023 Q4	$3.58M	Buy	+141,042	New	+$3.36M	0.5%	56

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Spectrum Wealth Counsel's SCHD Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.01% in Q1 2025, buying an estimated $502 and bringing the position to 142,657 shares worth $3.99M. The position accounts for 0.48% of the portfolio, ranked #51.

Spectrum Wealth Counsel first reported a position in SCHD in Q4 2023 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Spectrum Wealth Counsel held 142,657 shares of Schwab US Dividend Equity ETF worth $3.99M as of Q1 2025.
Spectrum Wealth Counsel bought 18 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $502.
Schwab US Dividend Equity ETF made up 0.48% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #51 holding.
Spectrum Wealth Counsel first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 6 quarters since.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.